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Data Editor

Overview

Data Editor is a new self-service tool that allows authorized users to view, correct, and update contract metadata across multiple documents — all from one centralized place in the platform. This replaces the need to open each document individually to make edits.

With Data Editor, you can update fields like Effective Date, and Contract Type — including fields that were previously not editable through other tools. All changes are captured in a full audit trail with a date and timestamp.

Access to Data Editor

Access to Data Editor is controlled at the Profile level and is not enabled by default. Contact your system administrator to have it enabled for your Profile.

Note: Your Role Permission Type must be set to Allow All to view contract data within Data Editor. Without this, the tool will be accessible but no data will be visible.

Limitations

  • Account Name and Doc Family are not editable. Support for editing these fields is coming in a future release.
  • Edits to fields like Effective Date and Contract Type are supported but carry downstream implications — changes to values can impact other data.  For example, changing Effective Date can impact the calculated End Date of a contract.

How to Use Data Editor

  1. Open AI Design Studio and navigate to Data Editor.
  2. Select the Term to edit:
    • Without a Contract AI Model selected, you will see standard metadata Terms such as Contract Type, Effective Date, Contract Term & Renewal and so on. You can choose up to five terms from the drop-down list.
    • To edit a Contract AI Model term, select a Contract AI Model. You can optionally narrow further by selecting a Clause and Terms (up to five Terms).
    • Filter by Value Presence (optional): Once Term is selected, click the gear icon next to the term to filter your document set by Present, Not Present, or All values. Once a selection is made, the gear icon is replaced by the active filter label — click it anytime to switch between options.
  3. Filter your Document Set: Apply filters to define which documents to work on. Available filters include Account Name, Contract Type, Document Title, Pramata Number (supports comma-separated values or CSV upload), and Business Segment.
  4. Edit Terms:
    1. Click the pencil icon next to any document entry to begin editing.
    2. Update the value — for fields with a digital snapshot (e.g., Effective Date), you can capture the relevant text in the document; for others (e.g., Contract Type), select from a dropdown.
    3. Use the next document arrow to continue through your filtered set.
data editor new.gif

Audit Trail

Every edit made through Data Editor is automatically logged. To view the change history for any entry, click the audit trail icon located next to the pencil icon on that row.

The audit trail shows:

  • The previous and updated value
  • The date and timestamp of the change
  • The name of the user who made the edit

Edits made through the individual document record (outside of Data Editor) are also captured and visible here.

Data editor audit trail.gif

Important Warnings

Data Editor removes several of the restrictions that previously prevented certain fields from being edited. This flexibility is intentional, but some edits carry downstream consequences. Please review the following before making changes:

Effective Date

Changing the Effective Date on a document can affect the system's calculated End Date and other derived contract milestones. Verify the impact before saving.

Contract Type

Changing a document's Contract Type is supported but can affect how the document relates to other records. For example, if a master document has child documents linked to it and you change its type to an amendment, the system will allow it — but the relationship structure may behave unexpectedly.

Tips for Efficient Use

  • Bulk-style editing: Use the Contract Type filter to quickly isolate a group of documents needing the same change (e.g., all SOWs that need to be reclassified). Step through them sequentially using the next-document button.
  • Cloning for safety: If you are uncertain about a change, consider reviewing the audit trail first to understand the history of that field before editing.
  • Starting point flexibility: You are not locked into a top-to-bottom order. Start editing from whichever document is most relevant to your task.

Frequently Asked Questions

Q: Can I edit amendment documents?

A: No. Data Editor does not support editing terms of amended terms. 
 

Q: Will my edits override what the AI extracted?

A: Yes. Your manual edit will replace the AI-extracted value. The audit trail will record both the previous value (including if it was AI-populated) and your updated value.
 

Q: What happened to editing within individual document records?

A: That experience is still available and unchanged in this release. Future releases will align its permissions and flexibility with what is available in Data Editor.
 

Q: Who can see my edits?

A: Any user with access to Data Editor or the individual document record can view the audit trail. For Pramata internal users, the full name is shown. For customer users, only the first few characters and masked characters are displayed.
 

Q: Is there a limit to how many documents I can work on at once?

A: There is no hard limit on the number of documents in your filtered set, but the session is sequential — you step through documents one at a time rather than making changes to all of them simultaneously.